1.Detect matter button click
Integrate Zapier Tables and workflow automation tools to watch for the button click on a matter record to trigger capture setup.
Create time-tracking project and attach URL to matter
Automatically monitor button clicks on matter records across Zapier Tables and Timely Time Tracking. Create and update when matter actioned, client match missing, or category unmappedβso you can create client records, start time-tracking projects, and write project URLs without manual time setup.
How this automation accelerates time capture
When a matter is actioned but the time capture link is missing, delays can stall work logging. This automation finds or creates the client, creates the time-tracking project, and updates the matter record with the project URLβso you can capture time immediately.
Zapier Tablesor swap with your favorite app
2.Find or create client
Integrate Timely Time Tracking and contact matching tools to search or create a client record to set up time capture access.
Timely Time Trackingor swap with your favorite app
3.Determine project attributes
Integrate Code by Zapier and mapping tools to map category to project attributes to prepare project creation fields.
Code by Zapieror swap with your favorite app
4.Create project and write URL
Integrate Timely Time Tracking and time capture tools to create the project and set the project link to enable immediate logging.
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Explore all matter management automations
Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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